Asset Management

We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.

October 2018 Investment Update

Georgios Mouskoundi, Head of Advisory, introduces our investment update for September. The document contains an overview of our views on the various asset classes, as well as a range of high conviction investment ideas in equities and fixed income.

Brexit, blockchain and banking

What would it take to make London the digital capital of the world? Dolfin CEO Denis Nagy joined the line-up of speakers at Binary District’s most recent London event to consider whether blockchain is the answer.

Dolfin awarded custody and depositary licence in Malta

Ramon Bondin, recently appointed CEO of Malta-based Dolfin Asset Services, announces our new custody and depositary licence on the island and how it will benefit our clients.

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Execution brokerage

We offer a complete multi-asset execution service. Through our robust infrastructure and established network of international trading partners, we offer access to a broad range of instruments and markets.

Access the world's
capital markets.

Our established trading partnerships provide you with utmost choice to achieve the best results. Through our network of more than 230 couterparties, you gain the flexibility to trade in a wide range of asset classes.

Fixed Income

We are well positioned to execute both liquid and more exotic bond orders in a timely manner. Our infrastructure allows us to act as an agent or principle on transactions that settle both in our custody arrangements or with your preferred custodian. Although we have access to global fixed income, we specialise in high yield and emerging market bonds.

Derivatives

With a Dolfin account, you can access the full suite of listed derivatives across multiple asset classes including fixed income, equities, FX and commodities. We can trade futures and options listed on all major global derivative exchanges including CME, ICE, Eurex and SGX.

Structured Products

We work with you to independently source best-execution in primary and secondary structured product markets. Our team has deep experience across the product spectrum: autoCalls, equity-linked, FX-linked, barriers, exotic and vanilla. We can provide specialist structuring input and work with you settle trades externally or inside a Dolfin account.

Cash

We provide both major and exotic currency accounts. We arrange third party fiduciary deposits on behalf of our clients, which are available in major currencies with leading global banks.

Equities

We provide voice and electronic access to global equity markets. We offer custom execution solutions and access to global markets through our carefully selected leading international brokers. With our in-depth market knowledge and independent trading desk we can identify the best execution strategy for your trades.

Money Market Instruments

Our clients have access to a global pool of money market structures including term deposits, sovereign paper and money market funds in major currencies. We trade the full spectrum of credit profiles to meet the risk-reward requirements of our clients.

FX

Our trading desk offers efficient FX execution at competitive rates. We work with leading international banks to secure institutional level of spreads for you. We can access liquidity in all major currency pairs as well emering market and exotic currencies. Trades are available in spot, forward, as well as FX futures and options.

ETFs

We have access to long, short and leverage ETFs listed on all major markets. We can source liquidity OTC and access major trading hubs including the London Stock Exchange, Deutsche Bourse, as well as various US exchanges. We accept both voice and electronic orders.

Funds

We use leading independent fund trading platforms with access to over 90,000 investment funds including hedge funds, offshore funds and mutual funds. This allows us to clear and trade newly established and exotic funds to meet sophisticated client requirements.

How it works

If you’re a private client, you’ll need a Dolfin account to use our execution services.

Institutional clients can choose between opening a Dolfin custody account or having us deliver their cash or securities to their own custodian on a deliver vs payment (DVP) basis. Either way, you’ll enjoy direct access to our trading desk and timely execution of your instructions.

Why Dolfin
Flexibility.

Dolfin's dedicated account management and compliance teams ensure that our on-boarding process, while diligent, is one of the most timely and efficient in the industry. We can also arrange to settle directly DVP.

Bespoke service.

Dolfin's trading and operational teams endure smooth trade reporting across all investment instruments. Professionals across our business review all regulatory requirements and we work to industry standard best-practice. We are ready and fully compliant for MiFID II.

Strong regulatory framework.

Our trading experts work closely with our in-house compliance team to ensure that we maintain a robust regulatory framework. This ensures we are able to navigate clients successfully through an ever-changing regulatory landscape.

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Research

Read our independent research, including monthly investment updates plus quarterly scorecards and outlooks.

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